{
 "updated": "2026-11-02",
 "about": "存算一体、近存、SRAM 大芯片、光子 / 类脑和新型存储 IP 上的收购、人才收购和授权交易，按宣布日期从新到旧；layer 对应 layers.json 的 code。price 只写公司公布的或标「媒体报道」，未披露不估算。target_in_map = 被买的公司在图谱里。kind = 收购 / 人才收购 / 资产/专利 / 授权+人才。confidence：A = 公司公告或两家独立来源，B = 一家可靠媒体，C = 聚合站或转述。网页版：/acquisitions",
 "deals": [
  {
   "announced": "2026-10-26",
   "buyer": "Unconventional AI",
   "target": "NeuReality",
   "layer": "x2",
   "layer_name": "类脑/神经形态",
   "price": "未披露；以色列媒体 Globes 估约 1.5–2 亿美元",
   "price_disclosed": false,
   "after": "NeuReality（以色列，AI 推理系统）并入 Unconventional AI。",
   "confidence": "A",
   "target_in_map": false,
   "src": [
    "https://en.globes.co.il/en/article-energy-efficient-chip-co-unconventional-ai-buys-israels-neureality-1001560850",
    "https://www.neureality.ai/neureality-to-join-unconventional-ai-on-the-path-to-1000x-ai-compute-efficiency/"
   ],
   "kind": "收购",
   "note": "边界案例：目标本身是推理系统公司，按买方（类脑/模拟路线）归类。"
  },
  {
   "announced": "2026-09-16",
   "buyer": "Winbond",
   "target": "Infineon 的 NOR Flash 与 F-RAM 产品线",
   "layer": "u1",
   "layer_name": "新型存储 IP 与器件",
   "price": "约 11.2 亿美元",
   "price_disclosed": true,
   "after": "产品线转入 Winbond，预计 2027 下半年完成。",
   "confidence": "B",
   "target_in_map": false,
   "src": [
    "https://www.winbond.com.tw/hq/about-winbond/news-and-events/news/news00590.html?__locale=en",
    "https://www.nasdaq.com/articles/infineon-sell-nor-flash-and-f-ram-business"
   ],
   "kind": "资产/专利",
   "note": "边界案例：属于存储器件产品线，不是存算芯片；仅作上游参考。"
  },
  {
   "announced": "2026-08-31",
   "buyer": "CollPlant",
   "target": "LightSolver",
   "layer": "x1",
   "layer_name": "光子计算",
   "price": "未披露",
   "price_disclosed": false,
   "after": "LightSolver（激光光学计算）并入 CollPlant。",
   "confidence": "A",
   "target_in_map": false,
   "src": [
    "https://ir.collplant.com/sec-filings/all-sec-filings/content/0001213900-26-095458/ea030399401ex99-1.htm",
    "https://www.nasdaq.com/press-release/collplant-acquiring-lightsolver-enters-supercomputing-and-photonic-computing-markets"
   ],
   "kind": "收购"
  },
  {
   "announced": "2026-08-06",
   "buyer": "OpenAI",
   "target": "Rain AI 专利",
   "layer": "d2",
   "layer_name": "类脑/神经形态",
   "price": "未披露",
   "price_disclosed": false,
   "after": "据 The Information 经 DigitalToday 等转述，OpenAI 取得 Rain AI 的专利；双方无官方公告。",
   "confidence": "B",
   "target_in_map": true,
   "src": [
    "https://www.digitaltoday.co.kr/en/view/90637/openai-buys-rain-ai-patents-to-speed-in-house-ai-chip-strategy"
   ],
   "kind": "资产/专利"
  },
  {
   "announced": "2026-05",
   "buyer": "Mythic",
   "target": "videantis",
   "layer": "a2",
   "layer_name": "闪存/NOR 模拟存内",
   "price": "未披露",
   "price_disclosed": false,
   "after": "videantis（数字处理器 IP）并入 Mythic。",
   "confidence": "A",
   "target_in_map": false,
   "src": [
    "https://www.edge-ai-vision.com/2026/05/mythic-acquires-videantis-to-build-the-worlds-most-energy-efficient-ai-compute-platform/",
    "https://mythic.ai/whats-new/"
   ],
   "kind": "收购",
   "note": "目标是数字处理器 IP，买方是模拟存内公司 Mythic。"
  },
  {
   "announced": "2025-12-24",
   "buyer": "NVIDIA",
   "target": "Groq（技术授权 + 核心团队）",
   "layer": "n3",
   "layer_name": "SRAM 近存大芯片",
   "price": "约 200 亿美元（媒体报道）",
   "price_disclosed": false,
   "after": "Groq 保留独立运营，核心团队与技术授权转入 NVIDIA。",
   "confidence": "A",
   "target_in_map": true,
   "src": [
    "https://groq.com/newsroom/groq-and-nvidia-enter-non-exclusive-inference-technology-licensing-agreement-to-accelerate-ai-inference-at-global-scale",
    "https://www.networkworld.com/article/4112131/nvidia-licenses-groqs-inferencing-chip-tech-and-hires-its-leaders.html"
   ],
   "kind": "授权+人才",
   "note": "Groq 公告 2025-12-24（部分媒体写 12-23）；NVIDIA 称非收购，约 200 亿美元为 Groq 投资人 Alex Davis 转述，未经官方确认。"
  },
  {
   "announced": "2025-12-02",
   "closed": "2026-02-02",
   "buyer": "Marvell",
   "target": "Celestial AI",
   "layer": "x1",
   "layer_name": "光子计算",
   "price": "首期约 32.5 亿美元，最高 55 亿美元",
   "price_disclosed": true,
   "after": "并入 Marvell 光互连产品线。",
   "confidence": "A",
   "target_in_map": true,
   "src": [
    "https://www.nasdaq.com/press-release/marvell-acquire-celestial-ai-accelerating-scale-connectivity-next-generation-data",
    "https://www.nasdaq.com/press-release/marvell-completes-acquisition-celestial-ai-2026-02-02"
   ],
   "kind": "收购"
  },
  {
   "announced": "2025-11-12",
   "buyer": "dorsaVi",
   "target": "Technion/Neurofabrica 的 PIM 类脑 IP",
   "layer": "x2",
   "layer_name": "类脑/神经形态",
   "price": "265 万美元",
   "price_disclosed": true,
   "after": "IP 转入 ASX 上市公司 dorsaVi。",
   "confidence": "A",
   "target_in_map": false,
   "src": [
    "https://data-api.marketindex.com.au/api/v1/announcements/XASX:DVL:3A681096/pdf/inline/dorsavi-acquires-leading-processinmemory-neuromorphic-ip",
    "https://sa.marketscreener.com/news/dorsavi-ltd-acquired-process-in-memory-neuromorphic-ip-technology-portfolio-from-technion-research--ce7d5fd3db8ffe26"
   ],
   "kind": "资产/专利",
   "note": "价格来源 S&P Capital IQ 报 265 万（币种未标）；ASX 公告原文：8000 万股对价股 + 现金偿付 US$41,250/110,000/123,750（合计约 27.5 万美元），股权部分价值随股价波动。"
  },
  {
   "announced": "2025-10-09",
   "buyer": "AWS",
   "target": "NeuroBlade 团队",
   "layer": "n1",
   "layer_name": "存储厂 PIM",
   "price": "数千万美元量级（Grove Ventures 页面）",
   "price_disclosed": false,
   "after": "团队加入 AWS。",
   "confidence": "B",
   "target_in_map": true,
   "src": [
    "https://www.grovevc.com/news/neuroblade-joins-amazon-web-services-to-drive-the-future-of-data-processing-innovation/",
    "https://www.calcalistech.com/ctechnews/article/hkmfcvb6ll"
   ],
   "kind": "人才收购"
  },
  {
   "announced": "2025-06-05",
   "buyer": "AMD",
   "target": "Untether AI 工程团队",
   "layer": "n2",
   "layer_name": "SRAM 近存大芯片",
   "price": "未披露",
   "price_disclosed": false,
   "after": "Untether AI 关闭，工程团队加入 AMD。",
   "confidence": "A",
   "target_in_map": true,
   "src": [
    "https://www.eetimes.com/untether-ai-shuts-down-engineering-team-joins-amd/"
   ],
   "kind": "人才收购"
  },
  {
   "announced": "2025-05-28",
   "closed": "2025-09-24",
   "buyer": "Qualcomm",
   "target": "UPMEM",
   "layer": "n1",
   "layer_name": "存储厂 PIM",
   "price": "未披露",
   "price_disclosed": false,
   "after": "法院批准出售方案，UPMEM 清算；PitchBook 记 2025-09-24 完成。",
   "confidence": "C",
   "target_in_map": true,
   "src": [
    "https://www.lemondeinformatique.fr/actualites/lire-telex-microsoft-adapte-le-liquid-cooling-aux-puces-ia-sap-sovereign-cloud-s-etend-sur-aws-en-europe-upmem-repris-par-qualcomm-97972.html",
    "https://pitchbook.com/profiles/company/186033-79"
   ],
   "kind": "收购",
   "note": "高通无官方公告，仅有法院文件与数据库记录。",
   "src_note": "没找到高通/UPMEM 官方公告页；Le Monde Informatique 转述 L'Informé，PitchBook 为数据库档案"
  },
  {
   "announced": "2025-02",
   "buyer": "Anaflash",
   "target": "Legato Logic",
   "layer": "a2",
   "layer_name": "闪存/NOR 模拟存内",
   "price": "未披露",
   "price_disclosed": false,
   "after": "Legato Logic 并入 Anaflash。",
   "confidence": "B",
   "target_in_map": false,
   "src": [
    "https://www.sdxcentral.com/news/anaflash-acquires-legato-logic-to-advance-compute-in-memory-technology/",
    "https://www.anaflash.com/news?category=announcement"
   ],
   "kind": "收购"
  },
  {
   "announced": "2024-07-11",
   "buyer": "SoftBank",
   "target": "Graphcore",
   "layer": "n3",
   "layer_name": "SRAM 近存大芯片",
   "price": "约 6 亿美元（媒体报道）",
   "price_disclosed": false,
   "after": "Graphcore 成为软银全资子公司。",
   "confidence": "A",
   "target_in_map": true,
   "src": [
    "https://www.techpowerup.com/324385/softbank-group-acquires-graphcore-to-build-next-generation-of-ai-compute"
   ],
   "kind": "收购",
   "note": "价格各媒体不一：Sharecast 约 6 亿美元，Jon Peddie 约 5 亿美元；官方未披露。"
  },
  {
   "announced": "2023-10",
   "buyer": "Snap",
   "target": "GrAI Matter Labs",
   "layer": "x2",
   "layer_name": "类脑/神经形态",
   "price": "未披露",
   "price_disclosed": false,
   "after": "EE Times 2024-03 报道，Snap 未确认。",
   "confidence": "C",
   "target_in_map": true,
   "src": [
    "https://www.eetimes.com/has-grai-matter-labs-been-snapped-up-by-snap-inc/",
    "https://www.maddyness.com/breve/19-octobre-ia-snap-soffre-la-startup-francaise-grai-matter-labs/"
   ],
   "kind": "收购"
  }
 ]
}